May 28, 2013 | Daily JAM, Morning Briefing, Short Term |
The recovery in Japanese stocks and the renewed downturn in the yen are hardly strong trends at the moment. I think you can say that the Bank of Japan and traders’ forecasts of what the bank will do have stabilized the yen and Japanese stocks, but that the stability is tenuous and depends on news/rumor/sentiment about the Federal Reserve and on yields in the market for Japanese government bonds.
May 25, 2013 | Short Term |
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May 24, 2013 | Daily JAM, Videos |
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May 24, 2013 | Daily JAM, Morning Briefing |
I know everyone would like to make sense of global stock markets today—but the upcoming three-day weekend in the United States makes that really, really difficult. I’m not sure that any news or any news interpretation carries much weight today against the desire of Wall Street professionals to reduce the chance of anything blowing upon them while the markets are closed.
May 23, 2013 | Daily JAM, Morning Briefing |
The phrase “Too far, too fast” comes to mind. To me this looks like profit taking on a huge run up in global markets. So far, no more and no less even in Japan.
May 20, 2013 | Daily JAM, Morning Briefing |
Today the yen stalled in its seemingly relentless descent versus the dollar on comments from Japanese Economy Minister Akira Amari that the yen had corrected a lot and that further losses would have a negative effect on the Japanese economy. Speculation among currency traders is that Amari’s remarks were intended not to stop the drop in the yen but to moderate its speed.
May 15, 2013 | Daily JAM, Morning Briefing |
Japan’s Nikkei 225 closed above 15,000 for the first time since December 28, 2007 today. The index is now up 77% from its November bottom. The yen fell as low as 102.42 to the U.S. dollar, the lowest level for the Japanese currency since October 2008.
May 11, 2013 | Short Term |
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May 9, 2013 | Daily JAM, Short Term |
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May 6, 2013 | Daily JAM, Morning Briefing, Short Term |
The yen has quietly staged another attack on the 100 yen to the dollar barrier. Once the barrier is crossed, I think the yen is likely to move quickly toward the 105 to the dollar mark that represents the next significant level in the Bank of Japan’s push to weaken the currency to stimulate the Japanese economy.
April 20, 2013 | Uncategorized |
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April 11, 2013 | Mid Term |
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